Garrett Wealth Advisory Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Hold |
2,500
| – | – | 0.2% | 36 |
|
|
2025
Q1 | $818K | Sell |
2,500
-719
| -22% | -$235K | 0.18% | 40 |
|
|
2024
Q4 | $1.05M | Hold |
3,219
| – | – | 0.24% | 31 |
|
|
2024
Q3 | $749K | Hold |
3,219
| – | – | 0.19% | 40 |
|
|
2024
Q2 | $899K | Hold |
3,219
| – | – | 0.33% | 29 |
|
|
2024
Q1 | $850K | Buy |
+3,219
| New | +$850K | 0.35% | 24 |
|
|
2019
Q4 | – | Sell |
-1,200
| Closed | -$98.3K | – | 388 |
|
|
2019
Q3 | $98.3K | Buy |
+1,200
| New | +$98.3K | 0.07% | 89 |
|